Putting
people first.
Get to know our leadership team
Leadership at the Kennewick office is dedicated to doing good for our clients, employees and community.
My team and I specialize in working with people who are driven, have an open mind, and are looking to establish a long term relationship around a solid financial plan. I work with my clients on tax efficiency, insurance planning, and wealth preservation to help build a strong financial future.
Michaela Telford
Director of Selection
Michelle Williams
Director of Campus Recruitment and Development
